生態系統升溫，幣安概念幣成為市場埋伏方向

近期，隨著BNB Chain生態持續升溫，幣安概念幣成為市場埋伏的方向之一。

As the BNB Chain ecosystem continues to heat up, Binance concept coins have become one of the main directions for the market to ambush. For example, a recent tweet by founder CZ about project investment directly pushed the token to surge several times, which also reflects the high level of market attention.

隨著BNB Chain生態不斷升溫，幣安概念幣成為市場埋伏的主要方向之一。例如，創辦人CZ最近發布的一條有關專案投資的推文，直接推動了代幣數次飆升，這也反映了市場的高度關注。

According to PANews tracking, on December 12, CZ posted a tweet reviewing Binance’s early investment in the crypto travel platform Travala, “We invested in the crypto travel platform Travala before the COVID-19 pandemic and before the crypto winter, and we persisted.” This tweet immediately sparked heated discussions in the market, and the price of Travala’s token AVA soared, with the highest increase of about 4.3 times, becoming the focus of the market that day.

根據PANews 追踪，12 月12 日，CZ 發布推文回顧了幣安對加密旅行平台Travala 的早期投資，「我們在COVID-19 大流行之前和加密冬天之前投資了加密旅行平台Travala，並且我們堅持了下來。這則推文立即引發市場熱議，Travala 代幣 AVA 價格飆升，最高漲幅約 4.3 倍，成為當天市場焦點。

It is reported that Travala is a blockchain-based travel booking platform that can now accept over 100 cryptocurrencies, and its service scope has covered over 2.2 million hotels in 230 countries. As early as its establishment in 2017, Travala received multiple rounds of financing support from investors including Binance. At the same time, the platform also announced a strategic merger with the flight booking platform TravelbyBit and successfully connected to the Binance ecosystem.

據悉，Travala是一個基於區塊鏈的旅行預訂平台，目前可以接受100多種加密貨幣，服務範圍已覆蓋230個國家的超過220萬家酒店。早在2017年成立之初，Travala就獲得了包括幣安在內的投資者的多輪融資支持。同時，該平台也宣布與航班預訂平台TravelbyBit策略合併，並成功接入幣安生態系統。

In addition to Binance's long-term investment and support, Travala's solid business foundation and innovative business model also provide solid support for the surge in its tokens. As the first crypto-native travel booking platform listed by Google Hotels, it has been building its business over the past few years. For example, Travala recently announced that it has integrated with Solana, expanding to a third network in addition to Ethereum and BNB Chain.

除了幣安的長期投資和支持外，Travala堅實的業務基礎和創新的商業模式也為其代幣的飆升提供了堅實的支撐。作為谷歌酒店集團上市的第一個加密原生旅行預訂平台，它在過去幾年中一直在發展業務。例如，Travala 最近宣布與 Solana 集成，擴展到以太坊和 BNB Chain 之外的第三個網路。

Moreover, Travala has also achieved considerable revenue. Travala recently revealed that the platform's annual revenue has reached US$100 million, and plans to launch a dedicated Bitcoin reserve to further strengthen its financial foundation and promote future growth.

而且，Travala還獲得了可觀的收入。 Travala最近透露，該平台的年收入已達到1億美元，並計劃推出專門的比特幣儲備，以進一步鞏固其財務基礎並促進未來成長。

15 Binance concept coins, DeFi is the key track to bet on

15個幣安概念幣，DeFi是押注重點賽道

In addition to Travala, the Binance ecosystem has been gaining popularity recently. PANews has also previously taken stock of some potential projects in the BNB Chain ecosystem that have not yet issued tokens.

除了 Travala 之外，幣安生態系統最近也越來越受歡迎。 PANews先前也盤點了BNB Chain生態中一些尚未發行代幣的潛在項目。

According to incomplete statistics from PANews, Binance has publicly invested in at least 110 crypto projects/enterprises. Among them, based on the information disclosed by Binance, PANews has compiled 15 projects with cumulative financing exceeding 10 million US dollars and their market performance. These projects all support the BNB Chain ecosystem and have landed on Binance.

根據 PANews 不完全統計，幣安已公開投資了至少 110 個加密項目/企業。其中，根據幣安披露的信息，PANews整理了15個累計融資超過1000萬美元的項目及其市場表現。這些項目均支持BNB Chain生態並已落地幣安。

First, in terms of financing scale, the investment of these 15 crypto projects is quite impressive, with a total of more than US$940 million in funding support, and an average financing amount of approximately US$62.873 million. Among them, the financing scale of LayerZero, 1inch and Axie Infinity all exceeded the US$100 million mark, significantly raising the average level of overall financing.

首先，從融資規模來看，這15個加密項目的投資規模相當可觀，融資支持總額超過9.4億美元，平均融資金額約6,287.3萬美元。其中，LayerZero、1inch、Axie Infinity的融資規模均突破1億美元大關，整體融資平均值大幅提升。

Judging from the financing lineup of these projects, Binance and Binance Labs have participated in the investment of these projects together with a series of star venture capital institutions from the crypto and traditional circles, including Galaxy Digital, Multicoin Capital, Samsung Next, Coinbase Ventures, PayPal Ventures, Galaxy Digital, Wintermute and PayPal Ventures, etc. The participation of these well-known investors not only provides strong endorsement and a large amount of resource injection for the project, but also further enhances market attention and investor confidence.

從這些項目的融資陣容來看，幣安和幣安Labs聯合一系列來自加密圈和傳統圈的明星風投機構參與了這些項目的投資，包括Galaxy Digital、Multicoin Capital、Samsung Next、Coinbase Ventures、 PayPal Ventures、Galaxy Digital、Wintermute 和PayPal Ventures 等，這些知名投資者的參與不僅為專案提供了強有力的背書和大量的資源注入，也進一步增強了市場關注度和投資者信心。

From the perspective of project types, half of the 16 projects are from the DeFi track, covering sub-tracks such as DEX, lending, LSD and cross-chain, which shows that the rapid development and innovation ability of DeFi are attracting the attention of Binance and other venture capital institutions. At the same time, other investment projects are mainly concentrated in emerging fields such as L2, social and blockchain games, showing the diversification of Binance and other venture capital in ecological layout, and will further enrich the diversity of its ecology.

從專案類型來看，16個專案中有一半來自DeFi賽道，涵蓋了DEX、借貸、LSD、跨鍊等子賽道，這說明DeFi的快速發展和創新能力正在引起人們的關注。創投機構。同時，其他投資項目主要集中在L2、社交、區塊鏈遊戲等新興領域，展現了幣安等創投在生態佈局上的多元化，也將進一步豐富其生態的多樣性。

In terms of market size, the total market capitalization of these 16 projects has exceeded US$6.18 billion, with an average market capitalization of approximately US$410 million, which is generally biased towards small-cap projects. It is worth noting that the market capitalizations of the three major projects, AXS, AXL, and ZRO, are respectively US$1.22 billion, US$810 million, and US$730 million, far exceeding the average. The market capitalizations of most other projects are lower, with about 50% of the projects having a market capitalization lower than the overall average. This shows that the projects in which Binance is involved are still at a relatively small market capitalization stage as a whole, which means that they may have higher growth potential.

從市場規模來看，這16個專案總市值已超過61.8億美元，平均市值約4.1億美元，普遍偏向小型專案。值得注意的是，AXS、AXL、ZRO三大項目市值分別為12.2億美元、8.1億美元、7.3億美元，遠超平均。其他大部分項目的市值均較低，約50%的項目市值低於整體平均。這表明幣安參與的項目整體仍處於相對較小的市值階段，這意味著它們可能具有較高的成長潛力。

The circulating market value is also related to the performance of token prices. From the perspective of market performance, the average increase of the 1

流通市值也與代幣價格的表現有關。從市場表現來看，平均漲幅為1